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PIMCO Dynamic Income Opportunities Fund

PDO
Exchange
NYSE
SEC CIK
0001798618

No open-market purchases or sales by PIMCO Dynamic Income Opportunities Fund insiders were filed in the last 90 days; 137 institutions reported holding it in 13F filings for Q2 2026, worth $383.9M in total; no superinvestor holds it.

Q3 2025 vs. Q2 2025

How the institutions holding PIMCO Dynamic Income Opportunities Fund changed between Q2 2025 and Q3 2025.

All holders in Q3 2025All holders in Q2 2025

13F holders of PDO: Q2 2025 compared with Q3 2025
MeasureQ2 2025Of which not filed for Q3 2025Q3 2025Change
Holders1171135+19
Shares26.3M37.7K27.5M+1.25M (+4.7%)
Value$354.5M$513.0K$384.6M+$30.6M (+8.6%)

1 institution that held it in Q2 2025 haven't filed for Q3 2025 yet. Not filing isn't selling, so the changes leave them out.

New holders (28)

Institutions that held PIMCO Dynamic Income Opportunities Fund at the end of Q3 2025 but not at the end of Q2 2025.

Institutions new to PDO in Q3 2025
InstitutionSharesValue% of portfolio
Thomas J. Herzfeld Advisors, Inc.318,125$4.49M1.54%
Wiley Bros.-Aintree Capital, LLC220,000$3.11M0.02%
RSM US Wealth Management LLC42,008$595.1K0.01%
Meadowbrook Wealth Management, LLC32,870$464.1K0.48%
Brookwood Investment Group LLC26,221$370.2K0.05%
Lowe Brockenbrough & Co Inc24,400$344.5K0.02%
StoneX Group Inc.19,687$279.7K0.01%
HBK Sorce Advisory LLC20,000$279.6K0.01%
Buska Wealth Management, LLC16,781$236.9K0.07%
VestGen Advisors, LLC16,000$225.9K0.01%
Tennessee Valley Asset Management Partners15,778$222.8K0.03%
Creative Planning15,386$217.3K0.00%
Leigh Baldwin & Co., LLC12,280$173.4K0.10%
Two Sigma Securities, LLC11,737$165.7K0.02%
Mariner, LLC11,422$161.3K0.00%
Kingswood Wealth Advisors, LLC10,630$150.1K0.01%
Rockefeller Capital Management L.P.7,889$111.4K0.00%
Anfield Capital Management, LLC7,147$100.9K0.03%
Advisory Services Network, LLC7,127$100.6K0.00%
Noble Wealth Management PBC6,514$92.0K0.05%
Aspect Partners, LLC2,987$42.2K0.02%
Assetmark, Inc1,881$26.6K0.00%
SRS Capital Advisors, Inc.500$7.06K0.00%
Russell Investments Group, Ltd.250$3.53K0.00%
Highline Wealth Partners LLC200$2.82K0.00%
Wealthspire Advisors, LLC70$9890.00%
Ronald Blue Trust, Inc.25$3530.00%
Activest Wealth Management15$1990.00%

Sold out (9)

Institutions that held PIMCO Dynamic Income Opportunities Fund at the end of Q2 2025 and filed for Q3 2025 without it.

Institutions that sold out of PDO in Q3 2025
InstitutionShares, Q2 2025Value, Q2 2025
Balyasny Asset Management LLC174,862$2.36M
Readystate Asset Management LP53,375$719.5K
Bryn Mawr Trust Co42,810$577.1K
Naviter Wealth, LLC25,500$347.0K
Elequin Capital LP21,517$290.0K
Walleye Capital LLC13,150$177.3K
MeadowBrook Investment Advisors LLC2,255$30.4K
GPS Wealth Strategies Group, LLC73$984
Pension & Wealth Management Advisors, Inc.1$13

Not filed for Q3 2025 yet (1)

Institutions that held PIMCO Dynamic Income Opportunities Fund at the end of Q2 2025 and haven't filed a 13F for Q3 2025. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding PDO in Q2 2025 that haven't filed for Q3 2025
InstitutionShares, Q2 2025Value, Q2 2025
Atria Wealth Solutions, Inc.37,700$513.0K